401(k) · DOL Form 5500 · 2022

Mutual Benefit Insurance Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
145
Participants Small participant base
80th
Percentile by assets National rank
$167,035
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mutual Benefit Insurance Company 401(k) Plan · Sponsored by Mutual Benefit Insurance Company · Pennsylvania · Finance & Insurance

$24M in assets, 145 participants

Mutual Benefit Insurance Company's Mutual Benefit Insurance Company 401(k) Plan reported $24M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,296 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Mutual Benefit Insurance Company 401(k) Plan covers 145 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#6,296
in Finance & Insurance (9,261 peers)
-22.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mutual Benefit Insurance Company 401(k) Plan's outsized position by total assets

Mutual Benefit Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,220,072 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mutual Benefit Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual Benefit Insurance Company 401(k) Plan sits mid-pack in the medium band (145 participants).

Published 5500 schedule card

Filing strip 236200024 · Mutual Benefit Insurance Company PY 2022 · 401(k)

Mutual Benefit Insurance Company 401(k) Plan · $24M · 145 · 80th

  • SCH $24M
  • SCH 145
  • SCH 80th
  • SCH 401(k)
  • SCH near Roebbelen Management, Inc. 401(k) Profit Sharing Plan
  • SCH ind #6296

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

Mutual Benefit Insurance Company 401(k) Plan in the asset neighbourhood

Mutual Benefit Insurance Company 401(k) PlanMutual Benefit Insurance Com…$24MRoebbelen Management, Inc. 401(k) Profit Sharing PlanRoebbelen Management, Inc. 4…$24MCarl Marks & Co., Inc Retirement Savings PlanCarl Marks & Co., Inc Retire…$24MUgsoa Retirement Plan$24MHrc Fertility Management, LLC 401(k) Profit Sharing PlanHrc Fertility Management, LL…$24M
End-of-year total assets ($M) among Mutual Benefit Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN236200024
Plan Effective Date1992-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Benefit Insurance Company)

Sponsor-wide plan assets over time

All Mutual Benefit Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.55712378645946% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $54M $29.9M ▼ -44.6%
Year Plans Participants Total Assets
2022 2 203 $54M
2023 2 197 $57M
2024 1 111 $30M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mutual Benefit Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mutual Benefit Insurance Company 401(k) Plan, Total assets ($B): 0.024220072 · Participants: 145Mutual Benefit Insurance Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Mutual Benefit Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mutual Benefit Insurance Company 401(k) Plan side-by-side with 3 peers →

Mutual Benefit Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Roebbelen Management, Inc. 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mutual Benefit Insurance Company 401(k) Plan assets move in 2022? ▼
Mutual Benefit Insurance Company 401(k) Plan declined sharply - down 22.7% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Mutual Benefit Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Benefit Insurance Company's sponsor-wide assets declined 44.6%, from $54M to $30M.
Where does Mutual Benefit Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Mutual Benefit Insurance Company 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mutual Benefit Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roebbelen Management, Inc. 401(k) Profit Sharing Plan in CA ($24M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Mutual Benefit Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 236200024.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.